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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-07-25 |
| TX | RA | APPROVED | 2024-07-25 |
Branch Locations
11704 Reisterstown Rd, Reisterstown, MD 21136 • United States
800 York Rd, Towson, MD 21204 • United States
5260 Campbell Blvd, Nottingham, MD 21236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Coral Gables | FL | 02/2010 | 12/2019 |
| Wells Fargo Clearing Services, Llc | Coral Gables | FL | 10/2011 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore | MD | 01/2020 | 07/2024 |
| Bank Of America, N.A. | Baltimore | MD | 01/2020 | 07/2024 |
| J.P. Morgan Securities Llc | Towson | MD | 07/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Towson | MD | 07/2024 | Present |
| Exceed Home Care Services | Baltimore | MD | 10/2025 | Present |
Entity Name: Exceed Home Care Services Investment related: No Address: Baltimore, MD Nature of the other business: Assisted Living Position/Title/Relationship: Employment/Contractor Start Date: 10/06/2025 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Care of minor family member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-15 |
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